When Is the Right Time for a Nonprofit to Bring in an Outsourced CFO?
Many nonprofits begin with lean operations and limited financial complexity. In the early stages, basic bookkeeping and periodic oversight may be enough to meet reporting needs. As organizations grow, however, financial management becomes more demanding. Leadership teams often find themselves asking whether their current approach still supports t
Credit Risk & Asset Quality: Staying Ahead in a More Selective Lending Environment
Credit risk and asset quality remain central to financial institution performance, especially as economic conditions continue to shift. While many institutions have maintained strong capital positions in recent years, emerging pressures are prompting a closer review of loan portfolios, underwriting standards, and risk monitoring practices. For leadership tea
Budgeting with Confidence: Navigating Inflation Through Multiyear Forecasting
Inflation has introduced a level of uncertainty that many governments have not experienced in years. Rising input costs, shifting demand patterns, ongoing economic variability, and limited funding increases are challenging traditional budgeting approaches. In this environment, annual budgets alone may no longer provide enough visibility. A more forward-looking
Making Sense of Audit, Review, and AUP Engagements
Selecting the right level of financial statement service is an important decision for any organization. Whether driven by lender requirements, grant compliance, or internal governance priorities, understanding the differences between an audit, review, and agreed-upon procedures (AUP) engagement can help leadership teams align their reporting approach
AI, Data & Digital Transformation: Turning Strategy into Measurable Impact
Artificial intelligence, data strategy, and digital transformation remain top priorities for financial institutions. While many organizations have already invested heavily in technology, the conversation is shifting. The focus is no longer on broad transformation efforts, but on how effectively those investments deliver meaningful results. As institutions
Understanding GASB 103: A Conversation with Mindy Piatz on MD&A Changes
Government financial reporting continues to evolve, and GASB Statement No. 103 introduces meaningful changes to how Management’s Discussion and Analysis (MD&A) is prepared. To help break down what this means in practice, we spoke with Mindy Piatz, Principal at Brady Martz, about what governments should expect and how they can prepare. Q: What is GASB